Ridgecrest Wealth Partners
META icon

Ridgecrest Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Ridgecrest Wealth Partners’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21M Sell
1,672
-40
-2% -$25K 0.56% 34
2026
Q2 		$964K Buy
1,712
+146
+9% +$89.3K 0.47% 44
2026
Q1 		$896K Sell
1,566
-2
-0.1% -$1.28K 0.49% 41
2025
Q4 		$1.04M Sell
1,568
-91
-5% -$60.8K 0.56% 35
2025
Q3 		$1.22M Sell
1,659
-3
-0.2% -$2.23K 0.55% 39
2025
Q2 		$1.23M Buy
1,662
+102
+7% +$63K 0.65% 35
2025
Q1 		$899K Sell
1,560
-44
-3% -$28.4K 0.47% 43
2024
Q4 		$939K Buy
1,604
+1
+0.1% +$587 0.51% 38
2024
Q3 		$918K Sell
1,603
-1
-0.1% -$515 0.48% 43
2024
Q2 		$809K Sell
1,604
-6
-0.4% -$2.92K 0.49% 41
2024
Q1 		$782K Sell
1,610
-6
-0.4% -$2.68K 0.47% 45
2023
Q4 		$572K Sell
1,616
-8
-0.5% -$2.6K 0.38% 51
2023
Q3 		$488K Buy
1,624
+51
+3% +$15.4K 0.34% 54
2023
Q2 		$451K Sell
1,573
-11
-0.7% -$2.71K 0.3% 57
2023
Q1 		$336K Buy
+1,584
New +$270K 0.24% 67
2022
Q4 		– Sell
-1,798
Closed -$244K – 97
2022
Q3 		$244K Buy
1,798
+1
+0.1% +$162 0.2% 77
2022
Q2 		$290K Hold
1,797
– – 0.21% 81
2022
Q1 		$400K Sell
1,797
-2
-0.1% -$500 0.25% 70
2021
Q4 		$605K Sell
1,799
-150
-8% -$49.8K 0.29% 64
2021
Q3 		$662K Buy
1,949
+343
+21% +$124K 0.36% 56
2021
Q2 		$558K Buy
1,606
+229
+17% +$73.5K 0.35% 60
2021
Q1 		$406K Buy
+1,377
New +$371K 0.39% 54

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Ridgecrest Wealth Partners's META Position: Q3 2026 in Review

Ridgecrest Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 2.3% in Q3 2026, selling an estimated $25K and leaving 1,672 shares worth $1.21M. The position accounts for 0.56% of the portfolio, ranked #34.

Ridgecrest Wealth Partners first reported a position in META in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.23M in Q2 2025. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Ridgecrest Wealth Partners held 1,672 shares of Meta Platforms (Facebook) worth $1.21M as of Q3 2026.
  • Ridgecrest Wealth Partners sold 40 Meta Platforms (Facebook) shares in Q3 2026, an estimated $25K.
  • Meta Platforms (Facebook) made up 0.56% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #34 holding.
  • Ridgecrest Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Meta Platforms (Facebook) position peaked at $1.23M in Q2 2025.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.